Creekside Partners
Creekside Partners is an SEC-registered wealth manager in Petaluma, CA with $553.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Creekside Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125401, SEC 801-68879, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $553.4M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Petaluma, CA
- Employees
- 2
- Clients
- 274
- CRD
- 125401
- Ownership
- ASHBURN, RICHARD, ALLEN; HEMPECK, ANDREW, SHAYNE; SOLARI, GREGORY, GEORGE; COLEMAN, TERESA, A; GORMAN, MICHAEL, JOHN
How much AUM does Creekside Partners have?
Creekside Partners reported $553.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Creekside Partners?
Disclosed owners and executives of Creekside Partners include ASHBURN, RICHARD, ALLEN, HEMPECK, ANDREW, SHAYNE, SOLARI, GREGORY, GEORGE, COLEMAN, TERESA, A, GORMAN, MICHAEL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.